Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONEHILL FIDUCIARY Service code 27 · EIN 45-5608425 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $127 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,192 | $80,781+176.3% | $102,437+117.9% | $74,478+199.7% |
| Participation rate | 90.9% | 65.7%+25.2pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 17.45% | 27.58%-10.1pp | 24.95%-7.5pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $1,138 | $3,160-64.0% | $3,871-70.6% | $2,626-56.7% |
| Participant deferral / active EE | $10,643 | $3,862+175.6% | $5,060+110.3% | $4,350+144.7% |
| Admin fee / account holder | $185 | $2,372-92.2% | $8,388-97.8% | $1,946-90.5% |